Blog
I believe in not only educating myself on the ever-changing financial landscape but also educating my clients on their financial decisions. Each week I share a new blog to help you learn more about a variety of financial topics including retirement planning, wealth management, investment strategy, tax planning strategies, and more. I hope these blogs will help you feel confident in your financial planning journey.
Unused 529 Plan Funds: 5 Spending Options to Consider
529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary’s qualifying education expenses. Sometimes, 529 plans have unused funds after the beneficiary graduates or decide to discontinue their education. There may be other reasons
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Medicare Will Not Cover All Health Care Costs
There are out-of-pockets, limitations and gaps that Medicare doesn’t cover Medicare is a federal health insurance program for individuals aged 65 or older and certain younger people with disabilities. And despite being a widely used program, there are several misconceptions
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Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original Setting Every Community Up for Retirement Enhancement Act (SECURE 1.0) enacted in 2019. SECURE 2.0 includes significant changes
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Small Business Owners: Are You Retirement Ready (or Not)?
Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not you are ready to take those first steps might be overwhelming
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How to Spring Clean Your Finances with a Financial Review
Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to complete last
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